$284 Million is the total value of Hamilton Point Investment Advisors, LLC's 70 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XOM | Exit | EXXON MOBIL CORP | $0 | – | -5,999 | -100.0% | -0.10% | – |
OMC | Exit | OMNICOM GROUP INC | $0 | – | -27,756 | -100.0% | -0.59% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-03
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 43 | Q2 2024 | 5.4% |
MICROSOFT CORP | 43 | Q2 2024 | 4.7% |
CHURCH & DWIGHT INC | 43 | Q2 2024 | 3.6% |
DANAHER CORPORATION | 43 | Q2 2024 | 3.6% |
Automatic Data Processing Inc | 43 | Q2 2024 | 3.1% |
BECTON DICKINSON & CO | 43 | Q2 2024 | 3.8% |
ROPER TECHNOLOGIES INC | 43 | Q2 2024 | 3.5% |
DEERE & CO | 43 | Q2 2024 | 3.5% |
JOHNSON & JOHNSON | 43 | Q2 2024 | 2.6% |
Unilever PLC Sp ADR | 43 | Q2 2024 | 2.6% |
View Hamilton Point Investment Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-23 |
13F-HR | 2024-08-06 |
13F-HR | 2024-05-07 |
13F-HR | 2024-01-30 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-03 |
13F-HR | 2023-05-10 |
13F-HR | 2023-01-30 |
13F-HR | 2022-11-08 |
13F-HR | 2022-07-26 |
View Hamilton Point Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.